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Cold War 2.0 and its implications for global markets

From GSFM

Bill Priest, CEO, co-CIO and portfolio manager of Epoch Investment Partners (Epoch) recently visited Australia to share Epoch’s world view with financial advisers and in particular, the potential impact of... Read more continue reading

05 Dec 2019

Investing in international ETFs set to rise

From Global X ETFs

The Australian ETF market is expanding to accommodate growing investor demand for international exposure, with a focus on fast-growing Asian economies. Launching the latest ETF Landscape report which provides a... Read more continue reading

04 Dec 2019

Perpetual Corporate Trust extends Perpetual Business Intelligence Platform with new digital securitisation and treasury solutions

From Perpetual Corporate Trust

Perpetual Corporate Trust (PCT) recently launched two new capabilities under its Perpetual Business Intelligence (Perpetual BI) digital platform – Securitisation Intelligence and Treasury Intelligence. This is in addition to the... Read more continue reading

03 Dec 2019

Can grandchildren be beneficiaries of BDBNs?

From SuperCentral

Often a member of a superannuation fund (whether self-managed, industry or retail superannuation fund) will want to provide for their spouse and, if the spouse should predecease them to their... Read more continue reading

03 Dec 2019

Schroders launches income-based active ETF

Schroders has launched an active fixed income exchange traded fund (ETF) on Chi-X Australia (Exchange code: PAYS) with the aim of helping investors strengthen the defensive allocation within their portfolios by... Read more continue reading

28 Nov 2019

Country focus comes to the fore in emerging markets

From Eaton Vance

It’s been a great year for emerging markets (EM). Through the third quarter, the major EM debt indexes were up sharply, as a lot of things have come together for... Read more continue reading

28 Nov 2019

Market complexity and shift to alternatives turns global insurers to outsourced portfolio management

From Natixis Investment Managers

Global insurers are turning to alternatives to fill the void left by meager bond returns over the past decade of ultra-low interest rates, reveals Natixis Investment Managers’ global survey of... Read more continue reading

27 Nov 2019

Substituting your SMSF when off-the-plan is off-the-rails

From Townsends Business & Corporate Lawyers

Bob and Susan can’t afford to complete their off-the-plan purchase unless they use their super. Bob and Susan signed a contract and placed a deposit in their personal capacity some... Read more continue reading

27 Nov 2019

Probate – a detailed overview from SuperCentral

From SuperCentral

The process of probate may seem straightforward but, depending on the complexity of a client’s estate plan, along with family dynamics, it is not always easy to navigate. Here we... Read more continue reading

26 Nov 2019

Walk a mile in your client’s shoes

From AdviserVoice - This Risk article is proudly brought to you by Zurich

Australian insurance literacy is low by world standards. Australians who receive financial advice are more likely to have better literacy levels and a better understanding of their own position. In... Read more continue reading

25 Nov 2019

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Earn CPD Points

CPD: Why private market assets belong in client portfolios
Australia’s superannuation funds have quietly reshaped their portfolios over the past decade, and the numbers tell the private markets story better than any commentary can. Hostplus allocates 38% of its [...]
CPD: Diversifying portfolios with Emerging Market debt
For advisers building diversified portfolios, especially those focused on generating income, Emerging Markets (EM) debt deserves consideration. The asset class has converged steadily toward Developed Market (DM) standards over the [...]
CPD: The end of tax certainty? Adviser use-cases for investment bonds after Budget 2026
Why your peers are talking about investment bonds again A critical foundation of strategic financial advice is certainty about how a financial structure will be taxed, now and into the [...]
CPD: Maximising super contributions before retirement
For clients in their fifties and early sixties, superannuation stops being a distant concept and becomes a countdown. This article, proudly sponsored by Allianz Retire+, explores how clients can maximise [...]
CPD: Trust – the unseen foundation of ethical financial advice
Trust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice [...]